Make “Next Installment Date” and “Next Installment Amount” Available and Reliable in NXT Lists, Work Center, and Dashboards

In Raiser’s Edge NXT, the Next Installment Date and Next Installment Amount fields for pledges are currently not consistently visible or usable in Lists, Dashboards, or the Work Center, even though these values do exist and display correctly on the pledge record.

This creates a major gap for fundraisers, gift officers, and analytics teams who rely on these fields for pipeline visibility, forecasting, and follow‑up workflows.

Fundraisers lose visibility into upcoming expected pledge activity.

Forecasting, segmentation, and portfolio management workflows become unreliable without manual workarounds.

Analytics teams cannot create accurate dashboards for installment‑based revenue expectations.

These fields are core to pledge management, and without them, NXT users don’t have a complete or actionable view of their pledge pipeline.

  • Guest
  • Mar 20 2026
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